Wedding Desk is currently in beta. These guides describe the workflows that are available now. Some articles are still being expanded with fuller instructions, screenshots and video.
What this article covers
Review submitted intake answers before using them in the wedding plan. This is where collected information becomes useful planning material.
Why review matters
A submitted answer is source information. It is not always the final project data.
For example, the couple may mention a first look, family photo requests, venue contact, timeline concern or special family context. You still decide where that information belongs in Wedding Desk.
Steps
- Open the project.
- Go to Intake.
- Open Review or the answers area.
- Read the submitted answers.
- Highlight details that affect the plan.
- Move each useful detail into the right workspace.
- Leave internal interpretation in Notes when it should not be client-facing.
Where answers should go
Use these destinations:
- Couple, date, location, package or delivery deadline: Project details
- Timing, order or day structure: Wedding timeline
- Must-have shots or family groups: Shot list
- Vendors, planners, venues or team contacts: Vendors & contacts
- Equipment or packing details: Gear list
- Sensitive or internal interpretation: Notes
What happens after review
The original intake answers stay available as source information. The planning work happens when you turn those answers into structured project data.
Tips & suggestions
- Review intake answers before building a final timeline.
- Move family group information before the wedding day.
- Do not leave critical contact details inside a long answer if they belong in Vendors.
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